Matrix Visual - How to show last 5 quarters in column based on slicer selection

[SairamMVV]

Hi Team,

Good Day to you all!

I use a Matrix visual in my report with multiple Measures in the Values section, One dimension filed to Rows and Quarter filed to Columns.

Now the requirement is to limit the data to show for the last 5 quarters based on quarter selection.

Ex: if slicer is selected as Q1 2023, Matrix should show data from Q1 2022, Q2 2022, Q3 2022, Q4 2022 and Q1 2023

if else slicer is selected as Q2 2023, Matrix should show data from Q2 2022, Q3 2022, Q4 2022, Q1 2023 and Q2 2023.

Want to achieve this through Matrix visual only.

where as when i create measure like following 

Qtr_Selection =

VAR _Qtr = SELECTEDVALUE('Calendar'[Qtr_N]) -- Quarter number

VAR _Year = SELECTEDVALUE('Calendar'[Year]) -- Year number

VAR _YrQt = VALUE(_Year & _Qtr) -- Concatinating Year and Quarter (202201)

RETURN

IF( Value(MAX('Date'[Year]) & MAX('Date'[Qtr_N])) <= _YrQt && Value(MAX('Date'[Year]) & MAX('Date'[Qtr_N])) >= _YrQt-4,1,0)

When i use this measure in table format visual it is working as expected but not working for Maatrix visual.

Expected Matrix format:

When above measure applied to fitlers section, this is how visual showing.

any help will be appriciate and thanks in advance

Regards,

Sairam

@dax @PowerBIDESKTOP

[v-zhangti · Accepted solution]

Hi, @SairamMVV 

You can try the following methods.
Date table:

Measure:

Rank YQ = RANKX(ALL('Date'),CALCULATE(MAX('Date'[YQ No.]),ALLEXCEPT('Date','Date'[YQ No.])),,ASC,Dense)

Slicer table:

Slicer table = VALUES('Date'[YQ No.])

Measure:

Measure = 
Var _rank1=CALCULATE([Rank YQ],FILTER(ALL('Date'),[YQ No.]=SELECTEDVALUE('Slicer table'[YQ No.])))
Var _rank2=_rank1-4
Return
IF(SELECTEDVALUE('Slicer table'[YQ No.])=BLANK(),1,IF([Rank YQ]>=_rank2&&[Rank YQ]<=_rank1,1,0))

Please refer to this method.

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.